Heritage Wealth offers ongoing financial planning covering cash flow, employer benefits, insurance, taxes, estate planning, college, and retirement. They also manage investment portfolios, creating customized portfolios based on client goals and risk tolerance. Financial consulting services are available for specific topics like real estate or tax strategies. Heritage Wealth does not require a minimum account size.
Assets Under Management$38M
Clients61
Advisors1
Avg. per Client$620K
Avg. per Advisor$38M
www.linkedin.com/company/42276484 ·www.facebook.com/profile.php?id=61561999239579 ·www.htgwealth.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Management fee is negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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